Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in White Bear Lake, MN
Every SEC-registered financial advisor at a firm office in White Bear Lake who lists the Certified Financial Planner designation, A to Z.
8 CFP professionals work in White Bear Lake; the most are at Ameriprise Financial Services, LLC (2). 5 are also registered broker representatives.
CFP advisors in White Bear Lake, A to Z
Every advisor in White Bear Lake →- Jeffrey D. AngelAmeriprise Financial Services, LLC · Certified Financial Planner
- Joshua J. DebilzanAmeriprise Financial Services, LLC · Certified Financial Planner
- David R. EhrenkrookIndependent Financial Group, LLC · Certified Financial Planner
- Joshua S. JensonOne Life Financial Group, Inc. · Certified Financial Planner
- Kathleen M. LiisteLions Gate Sovereign Capital, LLC · Certified Financial Planner
- Stefan C. LiisteLions Gate Sovereign Capital, LLC · Certified Financial Planner
- Bjorn M. MillerLPL Financial LLC · Certified Financial Planner
- Mark N. MillerLPL Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in White Bear Lake
Ameriprise Financial Services, LLC 2LPL Financial LLC 2Lions Gate Sovereign Capital, LLC 2Independent Financial Group, LLC 1One Life Financial Group, Inc. 1
CFP advisors in other Minnesota cities
All of Minnesota →Minneapolis 250Plymouth 227Bloomington 143Edina 134Minnetonka 109Eden Prairie 47Wayzata 45Maple Grove 38Arden Hills 36Rochester 35Woodbury 30New Brighton 27Eagan 26St. Paul 24Duluth 22St Paul 21Golden Valley 20Mankato 17Saint Paul 17St. Louis Park 17Burnsville 16St Louis Park 16Northfield 15Blaine 14
Questions
How many CFP financial advisors are in White Bear Lake, MN?
8 SEC-registered investment adviser representatives at firm offices in White Bear Lake, Minnesota list the CFP designation; Ameriprise Financial Services, LLC employs the most of them (2).
What is a CFP?
CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.
How do I check a CFP in White Bear Lake?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFP itself with the body that issues it.
Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.